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Vanguard Small-Cap Value ETF shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $288k 1.6k 182.52
2024-03-31 $312k 1.6k 191.88

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF